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iShares Russell 1000 ETF

1,417 hedge funds and large institutions have $35.9B invested in iShares Russell 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 377 increasing their positions, 495 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $6.4M

162% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $33B → $35.9B (+$2.93B)

2% more funds holding

Funds holding: 1,3881,417 (+29)

0.74% more ownership

Funds ownership: 79.47%80.2% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 9797 (0)

24% less repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 495

Holders
1,417
Holders Change
+29
Holders Change %
+2.09%
% of All Funds
18.6%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.27%
New
97
Increased
377
Reduced
495
Closed
37
Calls
$23.2M
Puts
$6.4M
Net Calls
+$16.8M
Net Calls Change
-$881K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
Monument Capital Management
Virginia
$6.9M -$516K -1,466 -7%
HCC
277
Hirtle Callaghan & Co
Pennsylvania
$6.85M -$119K -338 -2%
TSS
278
Two Sigma Securities
New York
$6.82M +$2.02M +5,733 +44%
CAG
279
Csenge Advisory Group
Florida
$6.72M +$1.76K +5 +0%
ASN
280
Advisory Services Network
Georgia
$6.71M +$116K +329 +2%
RFC
281
Regions Financial Corp
Alabama
$6.7M -$8.45K -24 -0.1%
B
282
Bensler
Washington
$6.62M -$88.1K -250 -1%
Kayne Anderson Rudnick Investment Management
283
Kayne Anderson Rudnick Investment Management
California
$6.56M -$417K -1,184 -6%
SMA
284
Sage Mountain Advisors
Georgia
$6.51M -$7.04K -20 -0.1%
FC
285
FCA Corp
Texas
$6.46M +$108K +308 +2%
GC
286
Garde Capital
Washington
$6.41M -$2.65M -7,536 -30%
BCG
287
Breakwater Capital Group
New Jersey
$6.38M -$18K -51 -0.3%
Tudor Investment Corp
288
Tudor Investment Corp
Connecticut
$6.34M -$839K -2,381 -12%
RBC
289
Roble Belko & Company
Pennsylvania
$6.28M
SWM
290
SigFig Wealth Management
California
$6.16M -$139K -394 -2%
AWM
291
Avior Wealth Management
Nebraska
$6.11M -$23.6K -67 -0.4%
Renaissance Technologies
292
Renaissance Technologies
New York
$6.1M +$2.11M +6,000 +56%
DWM
293
Destination Wealth Management
California
$6.01M -$226K -642 -4%
ATPW
294
Ashton Thomas Private Wealth
Arizona
$5.99M +$206K +585 +4%
EWA
295
EverSource Wealth Advisors
Alabama
$5.9M +$1.78M +5,065 +46%
WPW
296
Waldron Private Wealth
Pennsylvania
$5.9M -$59.9K -170 -1%
BRWA
297
B. Riley Wealth Advisors
Florida
$5.88M -$2.15M -6,101 -27%
SPA
298
Sentinel Pension Advisors
Massachusetts
$5.86M -$113K -322 -2%
Financial Engines Advisors
299
Financial Engines Advisors
California
$5.77M +$48.3K +137 +0.9%
SWM
300
Shelton Wealth Management
Texas
$5.73M +$56K +159 +1%

IWB Hedge Fund Activity: Q3 2025 in Review

1,417 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2025, worth a combined $35.9B — up 8.9% from $33B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IWB positions and 37 closed out — a net gain of 60 holders — while 377 added to existing stakes and 495 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $382M. The largest seller was Bank of America, cutting an estimated $126M.

  • 1,417 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2025, up from 1,388 in Q2 2025.
  • Funds reported $35.9B of iShares Russell 1000 ETF stock for Q3 2025, up 8.9% quarter-over-quarter.
  • 97 funds opened new iShares Russell 1000 ETF positions in Q3 2025 and 37 closed out, a net change of +60 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2025 was Morgan Stanley, an estimated $382M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2025 was Bank of America, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2025.